Insight Insurance Services
Insight Insurance Services is a privately held insurance and advisory firm providing business continuity planning, key person insurance, and succession planning services to small business owners in the United States.
- Company typePrivate
- Founded2000
- HeadquartersNashville, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What Insight Insurance Services does
Insight Insurance Services is a privately held, for-profit insurance and advisory firm headquartered in Nashville, Tennessee with a secondary office in Saint Cloud, Minnesota. The firm provides business continuity planning services to small business owners, focusing on scenarios in which a stakeholder, owner, or key employee dies or becomes disabled. Its core offering is a codified 3-Step Continuity Plan: (1) assessment of business exposures and crafting of a tailored plan, (2) coordination with the client's other advisors to establish an IRS-acceptable business valuation, and (3) implementation of documentation and funding mechanisms (such as key person insurance, buy/sell agreements, and related solutions). The firm is founder-led: Dave Toeben, who has over 20 years of industry experience, serves as President and Owner and personally conducts consultations with prospects and clients.
The company operates on a professional services / insurance agency revenue model without publicly disclosed pricing, offering customized, quote-based engagement typically delivered via multi-year contractual arrangements. Go-to-market is sales-led and direct: the website (look2insight.com) hosts educational content and a free white paper with a lead capture form as a mid-funnel mechanism, while the primary conversion point is a 'Schedule a Call' appointment booking system that routes prospects directly to Dave Toeben. Marketing channels are limited to content marketing (website and white paper) and direct consultation, with no disclosed paid acquisition, partnerships, or referral infrastructure beyond the founder's network.
The firm employs between 1 and 10 people and has no disclosed funding, investors, parent company, subsidiaries, customers, awards, patents, partnerships, integrations, or technology stack beyond a Squarespace-hosted website and Appointlet scheduling tool. The company's competitive positioning rests on a tailored approach that coordinates with clients' existing advisors, a small-firm focus on the SMB owner-operator market, and the founder's domain experience, rather than on technology, scale, or brand recognition.
Insight Insurance Services firmographics
Firmographics- Name
- Insight Insurance Services
- Legal name
- Insight Insurance Services
- Website
- https://look2insight.com
- Company type
- Private
- Founded year
- 2000
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Insight Insurance Services is a privately held insurance and advisory firm providing business continuity planning, key person insurance, and succession planning services to small business owners in the United States.
- Ownership category
- akta.pro rank
Insight Insurance Services industry classification
Industry- Product category
- Business Insurance Services
- NAICS
- Insurance Agencies and Brokerages (524210)
- SIC
- Insurance Agents, Brokers & Service (6411)
- akta.pro primary industry
- Disability Buy-Sell / Business Continuation Insurance (FSAIAIAL)
- akta.pro secondary industry
- Employee Benefit & Retirement Plan Trust Services (FSAAANAC)
Keywords
Where Insight Insurance Services is headquartered
LocationHeadquarters
- HQ city
- Nashville
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Insight Insurance Services business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales
Revenue model
- Business Continuity Planning Services: Professional services revenue derived from assessing business exposures, conducting IRS-acceptable business valuations in coordination with other advisors, and implementing documentation and funding mechanisms for business continuity. Services are tailored to individual small business circumstances.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Custom tailored business continuity plans |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels3 records
Insight Insurance Services product offering
Product offeringCore offering
Insight Insurance Services provides business continuity planning services for small businesses, structured as a 3-step plan: (1) assessing business exposures and crafting a customized plan, (2) coordinating with the client's other advisors to establish an IRS-acceptable business valuation, and (3) implementing documentation and funding mechanisms such as key person insurance, buy/sell agreements, and succession planning so the business can continue operating if a stakeholder or key employee dies or becomes disabled.
Product overview
Insight Insurance Services offers a single integrated business continuity planning solution for small businesses. The core offering is a 3-Step Business Continuity Plan that includes: (1) assessing business exposures and crafting a customized plan, (2) working with advisors to establish IRS-acceptable business valuation, and (3) implementing documentation and funding mechanisms. The company, headquartered in Nashville, Tennessee with offices in Saint Cloud, Minnesota, serves small business owners and their employees through tailored planning approaches.
Differentiator
Problem solved
Functional benefit
Products and services
- Business Continuity Planning Services 3-Step Business Continuity Plan that assesses business exposures and crafts a customized plan, coordinates with the client's other advisors to establish an IRS-acceptable business valuation, and implements documentation and funding mechanisms (such as key person insurance, buy/sell agreements, and succession planning) so the small business can continue operating if a stakeholder or key employee dies or becomes disabled.
Companies that use Insight Insurance Services
Customer profileSegments1 record
Ideal customer profiles1 record
Insight Insurance Services technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Insight Insurance Services partnerships and signals
Strategic signalScale indicators1 record
Recent moves3 records
Expansion highlights3 records
Insight Insurance Services competitors and assessment
Company assessmentBroad incumbents
- HUB International: National brokerage providing property, casualty, life, and employee benefits solutions to small and mid-sized businesses. Comparable SMB-focused insurance brokerage model with similar buy-sell and key person offerings, though vastly larger in headcount and footprint.
- Brown & Brown, Inc. Large national insurance brokerage that places property, casualty, life, and employee benefits coverage for SMBs through local offices. Comparable distribution model (local offices serving small businesses) and overlapping product set, but at much greater geographic and financial scale.
- Acrisure: Large, fast-growing insurance brokerage that aggregates agencies serving SMB and mid-market clients. Acrisure's roll-up strategy makes it a relevant comparable for the boutique model and a potential acquirer profile for Insight Insurance Services.
- Principal Financial Group: Diversified financial services firm offering business continuation, executive benefits, and employee benefits to small businesses. Overlaps with Insight Insurance Services on employee benefits and buy-sell funding, while operating at significantly larger scale.
- Northwestern Mutual: Major insurance and wealth management firm that provides business continuation, executive benefits, and buy-sell funding solutions to small and mid-sized business owners. Comparable to Insight Insurance Services on the buy-sell and key person product line, but at vastly greater scale.
- Cincinnati Financial: Property/casualty insurer with a network of independent agents serving small businesses across the U.S. Overlapping SMB customer base and coverage offerings, including life and commercial lines relevant to key person and buy-sell needs.
- New York Life: Mutual life insurer with dedicated business planning solutions for SMBs, including buy-sell funding, key person insurance, and succession planning. Directly comparable in product but at the opposite end of the scale spectrum from Insight Insurance Services.
- MassMutual: Large mutual insurance and financial services company that offers key person, buy-sell, and business continuation insurance for SMBs. It is a broad incumbent with far greater scale and brand recognition than Insight Insurance Services, but overlaps directly on the same product set.
Direct peers
- M3 Insurance: Mid-market insurance brokerage providing property/casualty, employee benefits, and personal insurance to businesses. A direct peer in model and scale - a privately held, advisor-led brokerage competing for similar SMB clients with similar product offerings.
- The Partners Group: Mid-sized independent insurance and financial services firm offering employee benefits, business insurance, and personal lines to SMBs. Closely comparable independent brokerage model in size and customer focus, with similar business continuity and employee benefits offerings.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks6 records
Key highlights6 records
Customer concentration
Insight Insurance Services social profiles
Digital presenceInsight Insurance Services financial estimates
Financial estimateRevenue estimate
Valuation estimate
Insight Insurance Services leadership team
Management profileNumber of profiles
Profiles1 record
Insight Insurance Services funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Insight Insurance Services M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Insight Insurance Services
What does Insight Insurance Services do?
Insight Insurance Services provides business continuity planning services for small businesses, structured as a 3-step plan: (1) assessing business exposures and crafting a customized plan, (2) coordinating with the client's other advisors to establish an IRS-acceptable business valuation, and (3) implementing documentation and funding mechanisms such as key person insurance, buy/sell agreements, and succession planning so the business can continue operating if a stakeholder or key employee dies or becomes disabled.
Is Insight Insurance Services a public or private company?
Insight Insurance Services is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Insight Insurance Services founded?
Insight Insurance Services was founded in 2000. It employs 1 to 10 people.
Where is Insight Insurance Services based?
Insight Insurance Services is headquartered in Nashville, United States, in the North America region.
How does Insight Insurance Services make money?
One revenue line is on record: business Continuity Planning Services.
Who are Insight Insurance Services's main competitors?
Broad incumbents on record are HUB International, Brown & Brown, Inc., Acrisure, Principal Financial Group, Northwestern Mutual, Cincinnati Financial, New York Life and MassMutual. Direct peers are M3 Insurance and The Partners Group.
Does Insight Insurance Services have an API?
No public API is recorded for Insight Insurance Services.
What industry is Insight Insurance Services in?
Insight Insurance Services's product category is Business Insurance Services. Its primary akta.pro industry code is FSAIAIAL, Disability Buy-Sell / Business Continuation Insurance, with a secondary code of FSAAANAC, Employee Benefit & Retirement Plan Trust Services. Its NAICS code is 524210 and its SIC code is 6411.